See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,990 | $61,660+29.7% | $80,0190% | $64,186+24.6% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | -4.95% | -0.33%-4.6pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,492 | $1,810+37.6% | $2,468+1.0% | $2,381+4.7% |
| Participant deferral / active EE | $4,940 | $2,968+66.5% | $3,686+34.0% | $3,470+42.4% |
| Admin fee / account holder | $324 | $5,417-94.0% | $6,521-95.0% | $4,888-93.4% |